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- Satellite imagery (EO and SAR) from April 30-May 4 shows ongoing activity: 5 dark tankers on April 30 (including VLCC VIGOR, ~2M barrel capacity loading) [1st attached photo];
- Up to 23 dark vessels May 1 with 12 VLCCs queued offshore [2nd attached photo];
- 6-20 dark ships May 2-3, rotating queues and berth loadings (Panamax/Aframax) [3rd/4th attached photos].
- VIGOR (OFAC-sanctioned) arrived dark from Indonesia's Riau, loaded, departed [VIGOR path, 5th attached photo]; new VLCC replaced it May 4.
System remains constrained yet persistent.
Confirmed Iran-flagged VLCCs [pathing showed in the 6th attached photo]:
- HUGE (IMO 9357183) entered May 3 (brief AIS then dark);
- DERYA (IMO 9569700) May 4 after failed India bid.
These represent the first tracked Asian arrivals post-April 24, likely destined for Riau STS operations or bound for China.
- Sanctioned LPG tanker NOOH GAS (IMO 9034690, ex-LUMA) transited Hormuz May 4 under Botswana flag with dual identity, southern Larak routing.
- Persistent dark ops at Larak/Bushehr.
- May 2 SAR: 62 vessels >100m near Hormuz, 49 dark.
Iran maintains reduced but viable exports (primarily to China) via blockade-tested resilience โ via Windward assessments.
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